Purchases and Sales Made in Q1 2025 in Eli Lilly & CO (LLY)
This table provides information about the institutional ownership of Eli Lilly & CO (LLY) during Q1 2025. The information is specifically focused on institutions that hold shares of ELI LILLY & Co.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 12, 2025
Q1 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-35- 2.51% |
$25.4K - $32.5K
|
1.36K
$1.07M
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-36- 1.44% |
$26.1K - $33.5K
|
2.46K
$1.94M
|
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
SELL
|
- |
-36- 3.89% |
$26.1K - $33.5K
|
889
$700K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-37- 0.28% |
$26.9K - $34.4K
|
13.3K
$10.4M
|
|
|
Apr 23, 2025
Q1 2025
|
High Mark Wealth Management LLC
|
SELL
|
- |
-37- 2.1% |
$26.9K - $34.4K
|
1.73K
$1.36M
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-37- 1.53% |
$26.9K - $34.4K
|
2.39K
$1.88M
|
|
|
Apr 08, 2025
Q1 2025
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-38- 2.11% |
$27.6K - $35.3K
|
1.76K
$1.38M
|
|
|
Apr 10, 2025
Q1 2025
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-38- 1.9% |
$27.6K - $35.3K
|
1.96K
$1.54M
|
|
|
Apr 16, 2025
Q1 2025
|
Jackson Square Capital, LLC
|
SELL
|
- |
-38- 0.2% |
$27.6K - $35.3K
|
19.2K
$15.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-38- 0.74% |
$27.6K - $35.3K
|
5.07K
$3.99M
|
|
|
Apr 25, 2025
Q1 2025
|
Eads & Heald Wealth Management
|
SELL
|
- |
-38- 3.42% |
$27.6K - $35.3K
|
1.07K
$844K
|
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
SELL
|
- |
-38- 3.37% |
$27.6K - $35.3K
|
1.09K
$858K
|
|
|
Apr 07, 2025
Q1 2025
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-39- 1.96% |
$28.3K - $36.3K
|
1.95K
$1.54M
|
|
|
Apr 14, 2025
Q1 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-39- 5.13% |
$28.3K - $36.3K
|
721
$567K
|
|
|
Apr 21, 2025
Q1 2025
|
Citizens & Northern Corp
|
SELL
|
- |
-39- 10.43% |
$28.3K - $36.3K
|
335
$264K
|
|
|
Apr 22, 2025
Q1 2025
|
Shum Financial Group, Inc.
Alameda, CA |
SELL
|
- |
-39- 2.3% |
$28.3K - $36.3K
|
1.66K
$1.31M
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-39- 2.14% |
$28.3K - $36.3K
|
1.79K
$1.41M
|
|
|
Apr 25, 2025
Q1 2025
|
Rovin Capital
|
SELL
|
- |
-39- 9.9% |
$28.3K - $36.3K
|
355
$279K
|
|
|
Apr 30, 2025
Q1 2025
|
Brick & Kyle, Associates
Newtown, PA |
SELL
|
- |
-39- 1.44% |
$28.3K - $36.3K
|
2.66K
$2.1M
|
|
|
May 08, 2025
Q1 2025
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-39- 2.16% |
$28.3K - $36.3K
|
1.76K
$1.39M
|
|
|
May 08, 2025
Q1 2025
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-39- 8.72% |
$28.3K - $36.3K
|
408
$321K
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-39- 3.14% |
$28.3K - $36.3K
|
1.2K
$947K
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-40- 1.91% |
$29K - $37.2K
|
2.06K
$1.62M
|
|
|
Apr 09, 2025
Q1 2025
|
Planned Solutions, Inc.
|
SELL
|
- |
-40- 1.53% |
$29K - $37.2K
|
2.57K
$2.02M
|
|
|
Apr 15, 2025
Q1 2025
|
Curbstone Financial Management Corp
|
SELL
|
- |
-40- 0.94% |
$29K - $37.2K
|
4.22K
$3.32M
|
|
|
Apr 17, 2025
Q1 2025
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-40- 0.14% |
$29K - $37.2K
|
28.4K
$22.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Tpg Advisors LLC
Northfield, IL |
SELL
|
- |
-40- 6.67% |
$29K - $37.2K
|
560
$441K
|
|
|
May 13, 2025
Q1 2025
|
Taurus Asset Management, LLC
New York, NY |
SELL
|
- |
-40- 1.65% |
$29K - $37.2K
|
2.39K
$1.88M
|
|
|
May 14, 2025
Q1 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-40- 0.36% |
$29K - $37.2K
|
11.2K
$8.82M
|
|
|
May 14, 2025
Q1 2025
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-40- 6.26% |
$29K - $37.2K
|
599
$471K
|
|
|
May 15, 2025
Q1 2025
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-40- 9.09% |
$29K - $37.2K
|
400
$315K
|
|
|
Jun 04, 2025
Q1 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-40- 0.36% |
$29K - $37.2K
|
11.2K
$8.82M
|
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-41- 5.58% |
$29.8K - $38.1K
|
694
$546K
|
|
|
Apr 24, 2025
Q1 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-41- 1.13% |
$29.8K - $38.1K
|
3.59K
$2.83M
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-41- 3.77% |
$29.8K - $38.1K
|
1.05K
$824K
|
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-42- 2.55% |
$30.5K - $39K
|
1.6K
$1.26M
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-42- 0.49% |
$30.5K - $39K
|
8.62K
$6.78M
|
|
|
May 12, 2025
Q1 2025
|
Pfc Capital Group, Inc.
Los Angeles, CA |
SELL
|
- |
-42- 0.67% |
$30.5K - $39K
|
6.25K
$4.92M
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-43- 0.69% |
$31.2K - $40K
|
6.22K
$4.89M
|
|
|
May 09, 2025
Q1 2025
|
Silver Oak Advisory Group, Inc.
Portland, OR |
SELL
|
- |
-43- 6.96% |
$31.2K - $40K
|
575
$452K
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
SELL
|
- |
-44- 0.91% |
$31.9K - $40.9K
|
4.78K
$3.76M
|
|
|
Apr 14, 2025
Q1 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
SELL
|
- |
-44- 3.55% |
$31.9K - $40.9K
|
1.2K
$941K
|
|
|
May 14, 2025
Q1 2025
|
Leslie Global Wealth, LLC
Itasca, IL |
SELL
|
- |
-44- 11.14% |
$31.9K - $40.9K
|
351
$276K
|
|
|
May 14, 2025
Q1 2025
|
Lionshead Wealth Management, LLC
New York, NY |
SELL
|
- |
-44- 7.5% |
$31.9K - $40.9K
|
543
$427K
|
|
|
May 15, 2025
Q1 2025
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-44- 9.78% |
$31.9K - $40.9K
|
406
$319K
|
|
|
May 15, 2025
Q1 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-44- 3.94% |
$31.9K - $40.9K
|
1.07K
$845K
|
|
|
Apr 22, 2025
Q1 2025
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-45- 2.29% |
$32.7K - $41.8K
|
1.92K
$1.51M
|
|
|
May 07, 2025
Q1 2025
|
Facet Wealth, Inc.
|
SELL
|
- |
-45- 1.8% |
$32.7K - $41.8K
|
2.46K
$1.94M
|
|
|
May 12, 2025
Q1 2025
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-45- 7.43% |
$32.7K - $41.8K
|
561
$441K
|
|
|
May 12, 2025
Q1 2025
|
Peak Financial Management, Inc.
|
SELL
|
- |
-45- 12.33% |
$32.7K - $41.8K
|
320
$252K
|